Diversify Wealth Management, LLC Purchases in Q1 2025

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNET
Vnet Group, Inc.

Technology
153K
New
$4.95 - $14.68 $759K - $2.25M
153K $868M
PSO
Pearson PLC

Communication Services
53.8K
New
$15.45 - $17.75 $832K - $956K
53.8K $851M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.1K
+ 87.48%
$81.83 - $82.73 $826K - $835K
21.6K $1.8B
PEP
Pepsico Inc

Consumer Defensive
8.51K
+ 24.03%
$142.64 - $156.42 $1.21M - $1.33M
43.9K $5.9B
XOM
Exxon Mobil Corp

Energy
7.25K
+ 23.09%
$105.44 - $118.93 $764K - $862K
38.6K $4.19B
PLTR
Palantir Technologies Inc.

Technology
2.37K
+ 20.49%
$64.98 - $124.62 $154K - $296K
14K $1.62B
HMY
Harmony Gold Mining CO LTD

Basic Materials
9.84K
+ 9.55%
$8.25 - $14.77 $81.2K - $145K
113K $1.74B
AMCR
Amcor PLC

Consumer Cyclical
88.2K
+ 27.66%
$9.33 - $10.39 $823K - $916K
407K $3.8B
JNJ
Johnson & Johnson

Healthcare
3.32K
+ 16.85%
$142.06 - $167.7 $471K - $556K
23K $3.59B
IBM
International Business Machines Corp

Technology
2K
+ 12.82%
$217.4 - $264.74 $434K - $529K
17.6K $4.21B
EW
Edwards Lifesciences Corp

Healthcare
8.54K
+ 22.81%
$67.95 - $76.19 $580K - $651K
46K $3.51B
BAC
Bank Of America Corp

Financial Services
28.9K
+ 37.3%
$39.61 - $47.74 $1.14M - $1.38M
106K $4.25B
CGDV
Capital Group Divid Value ETF

ETFs
20.2K
New
$34.95 - $37.36 $705K - $754K
20.2K $704M
AON
Aon PLC

Financial Services
1.99K
+ 189.95%
$348.44 - $409.32 $692K - $813K
3.03K $1.06B
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
18.3K
+ 13.56%
$93.1 - $106.93 $1.71M - $1.96M
153K $14.4B
LMT
Lockheed Martin Corp

Industrials
1.34K
+ 24.28%
$423.19 - $506.29 $568K - $679K
6.87K $3.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.3K
+ 39.52%
$56.17 - $59.71 $745K - $792K
46.8K $2.59B
RMBS
Rambus Inc

Technology
13.4K
New
$51.55 - $68.59 $693K - $922K
13.4K $662M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
16K
+ 293.42%
$62.41 - $133.91 $999K - $2.14M
21.5K $1.33B
MDT
Medtronic PLC

Healthcare
5.53K
+ 12.07%
$79.84 - $94.5 $441K - $522K
51.3K $4.34B
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
78.5K
+ 40.89%
$5.11 - $8.91 $401K - $700K
271K $1.91B
UNP
Union Pacific Corp

Industrials
3.52K
+ 33.72%
$225.21 - $254.42 $794K - $897K
14K $3B
KC
Kingsoft Cloud Holdings LTD

Technology
51.6K
New
$9.15 - $20.81 $472K - $1.07M
51.6K $641M
SBUX
Starbucks Corp

Consumer Cyclical
7.83K
+ 192.01%
$91.75 - $115.81 $718K - $907K
11.9K $1.01B
MRK
Merck & Co., Inc.

Healthcare
10.8K
+ 53.41%
$83.01 - $101.02 $900K - $1.09M
31.1K $2.64B
Advisors Inner Circle Fd Ii
23.4K
+ 88.67%
N/A
49.7K $1.24B
RELX
Relx PLC

Communication Services
5.09K
+ 11.9%
$45.34 - $51.91 $231K - $264K
47.9K $2.58B
Maplebear Inc
14.7K
New
N/A
14.7K $584M
INTU
Intuit Inc

Technology
937
+ 15.8%
$555.63 - $630.23 $521K - $591K
6.87K $4.28B
MA
Mastercard Inc

Financial Services
389
+ 3.72%
$504.67 - $576.31 $196K - $224K
10.8K $5.85B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
+ 271.0%
$51.45 - $58.51 $595K - $676K
15.8K $812M
PGR
Progressive Corp

Financial Services
12
+ 0.09%
$235.61 - $291.22 $2.83K - $3.49K
13.5K $3.74B
QCOM
Qualcomm Inc

Technology
5.19K
+ 24.67%
$151.94 - $175.86 $789K - $913K
26.2K $3.85B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.02K
+ 30.89%
$88.0 - $115.5 $265K - $348K
12.8K $1.49B
ERJ
Embraer S.A.

Industrials
5.06K
+ 13.01%
$37.11 - $56.4 $188K - $285K
44K $2B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.13K
+ 8.86%
$9.49 - $14.83 $86.6K - $135K
112K $1.57B
CWAN
Clearwater Analytics Holdings, Inc.

Technology
23.1K
New
$25.9 - $31.26 $599K - $723K
23.1K $525M
IDXX
Idexx Laboratories Inc

Healthcare
1.19K
New
$406.29 - $469.04 $482K - $556K
1.19K $518M
SE
Sea LTD

Consumer Cyclical
2.1K
+ 22.82%
$104.87 - $146.31 $220K - $307K
11.3K $1.51B
ZTS
Zoetis Inc.

Healthcare
4.6K
+ 18.22%
$156.48 - $175.67 $719K - $808K
29.8K $4.64B
Sila Realty Trust Inc
8.89K
+ 7.98%
N/A
120K $3.09B
Direxion Shs ETF Tr
10K
New
N/A
10K $489M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.65K
+ 25.26%
$283.24 - $338.07 $751K - $896K
13.1K $3.56B
TIGR
Up Fintech Holding LTD

Financial Services
22.8K
+ 19.82%
$5.76 - $9.69 $131K - $221K
138K $1.13B
VRSK
Verisk Analytics, Inc.

Industrials
1.55K
New
$268.63 - $301.33 $415K - $466K
1.55K $452M
FREL
Fidelity Covington Tr Msci Rea

ETFs
13.4K
+ 10.01%
$25.98 - $28.59 $349K - $384K
147K $3.93B
WRB
Berkley W R Corp

Financial Services
2.3K
+ 11.84%
$56.7 - $71.27 $130K - $164K
21.7K $1.55B
FNDF
Schwab Fundamental Intl Large

ETFs
4.37K
+ 6.94%
$32.9 - $37.45 $144K - $164K
67.3K $2.52B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.18K
+ 6.23%
$41.61 - $44.72 $299K - $321K
123K $5.25B
Activity Summary
Buys All Purchases 317 New Holdings 45 Increased Positions 272 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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